Mark Anderson Co-Presenting "Does Your Estate Plan Still Fit You?"

05.20.19

On Wednesday, May 22, from 11:30 a.m. to 1:30 p.m., Aronberg Goldgehn member Mark Anderson will co-present “Does Your Estate Plan Still Fit You?” at an Edward Foundation complimentary luncheon for Friends of Edward Hospital.

Mark and his co-presenter, Louis Sands of Sikich, LLP, will discuss how, when and why you should review your estate plan to ensure it meets with your current intent.

Additional topics they will cover include:

  • Significant new tax law changes with more to come

  • Modern family issues

  • Using your plan to make gifts to your family to help you now

The luncheon will take place at the Naperville Country Club at 25W570 Chicago Avenue in Naperville.

Registration

Seating is limited. To register, call Diane Reiner at (630) 527-3954 or email her at diane.reiner@eehealth.org

About the Presenters

Mark Anderson represents real estate developers, privately held corporations, limited liability companies, and family enterprises consisting of various corporations, LLCs and trusts in a wide range of tax and general business law matters. His estate planning practice is a value-added service to his clients, including business owners and their families.

He also has extensive experience in tax planning and trust and estate administration on behalf of business owners and their families, coordinating tax planning with efficient business operations. These planning services are provided within the framework of maintaining family plans for income and asset distribution, economic control and asset protection.

In addition to his core tax and estate planning practice, Mark enjoys working on complex LLC operating agreements and is a frequent speaker on this subject, as well as asset protection planning and related matters.

Louis Sands, JD, CPA, serves as a trusted advisor with specialized knowledge of trusts, pass through entities, private foundations and complex estate and gifting plans for a variety of clients including high net worth individuals and families.



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